MIDDLETON & COMPANY Overview

Middleton & Company Inc is an investment advisor that manages 635 MM dollars in regulatory AUM and has 15 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 446MM in positions, representing 70% of the manager's regulatory AUM.

MIDDLETON & COMPANY StockAlpha

-3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MIDDLETON & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 4.1% Cons. Disc. -11.58% -0.56% 0 32%
XOM 3.36% Energy 0.61% -0.14% 0 29%
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FEATURED IN
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MIDDLETON & COMPANY Founders and Key Employees

Name Title In Position Since
John W. Wieland Chief Executive Officer; Managing Director; Director December-2009
Alice K. Walsh Managing Director; Director March-2004
John K. Sargent Jr. Chief Financial Officer, Managing Director; Director March-2004
Maria Mccormack Chief Compliance Officer; Managing Director June-2006
Eric N. Gutterson Managing Director; Director May-2010

MIDDLETON & COMPANY Brokers, Custodians, Auditors and Administrators

Type Company
Custodian Pro

MIDDLETON & COMPANY Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss

Methods of Analysis

Securities analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis. Middleton uses a variety of sources of information in the analysis of investment strategies including fundamental financial data provided by FactSet Research and on-line services, financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, SEC filings, and company press releases. Middleton also uses a disciplined valuation approach consisting of a proprietary dividend discount model, cash flow analysis, and other valuation metrics.
Investment Strategies

Middleton offers its clients a framework of five investment strategies. We use these strategies to build portfolios within the context of a client’s existing holdings and current objectives. For each client, a s...
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MIDDLETON & COMPANY Portfolio Concentration

MIDDLETON & COMPANY Location

600 ATLANTIC AVENUE; 18TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02210-2211

MIDDLETON & COMPANY Contact Information

Phone Number: (617)357-5101
Fax Number: (617)357-7199
Website:

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